Have you been searching for Acord Forms within Jenesis software?
Jenesis Classic – Acord Library
Jenesis insurance software for agents has a full Acord Library available for use and two simple ways to access it. This affordable insurance agency management system from jenesissoftware.com is your dream come true!
This video tutorial teaches you how find blank and prefilled Acord Forms from the user Dashboard – easily and quickly.
To access blank Acord Forms:
From the Jenesis Main Screen click Forms and Letters in the grey menu bar at the top of the screen and select Acord Library. A small pop-up window will appear, entitled Library of Acord Forms.
All of the forms listed (even those with the asterisk) are blank. Select the Open Blank Form button if you’d like to open the blank version of one of the forms listed. No pre-filled forms are available from this menu navigation option.
To access prefilled Acord Forms:
Select a Client from the Client List box on your Dashboard and navigate into one of their policies. Select Forms from the menu bar at the top, and Acord Library from the drop down menu. A small pop-up window will appear, entitled Library of Acord Forms.
From within the client’s policy, any of the forms in the list are available, prefilled and blank. Click on the form desired and select either the Open Blank Form or the Open Prefilled Form button, depending on availability and your desired task.
Notice in this example, I’m able to select a form with an asterisk and the “Open Prefilled Form” button becomes available.
Still have questions? Request a demo here: https://www.jenesissoftware.com/reque…
Feel free to contact us with any questions …
• Email firstname.lastname@example.org
• Chat with us at www.JenesisSoftware.com
• Call 828-245-1171 Option 1
Please subscribe for more quick tutorials at https://www.youtube.com/channel/UCYSs… and send any additional questions to email@example.com